How to Add Recipients in Proposaly

Introduction

What this article covers:

This guide explains how to add recipients to your proposal in Proposaly, including selecting recipient types, adding multiple recipients, specifying addresses, and including a welcome note.

Who this is for:

Users who need to send proposals to individuals or businesses and want to manage recipient details efficiently.

Why it’s useful:

Properly adding recipients ensures accurate communication, clear proposal targeting, and streamlined collaboration.

Step-by-Step Instructions

Step 1: Selecting a Recipient Type (When Creating a New Proposal)

1. Click Create proposal in Proposaly.

2. In the Client section, choose a Recipient Type:

   • Individual – For proposals intended for a single person.

   • Business – For company-wide proposals or when sending to multiple recipients.

3. Proceed with proposal setup as usual.

Step 1: Adding Recipients (For an Existing Proposal)

1. Open the proposal where you want to add recipients.

2. Navigate to the Recipients section and click the “+” (Add Recipient) button.

3. In the Add Recipient pop-up, fill in the required details:

   • First Name (Required)

   • Last Name (Required)

   • Email Address (Required)

   • Phone Number (Optional)

   • Access Level – Choose between:

     • Viewer: Can view the proposal only.

     • Editor: Can view and sign the proposal.

4. Click Save to add the recipient.

5. Repeat the process to add multiple recipients, if needed.

Step 2: Adding an Address

1. Click the Address button (+ icon).
2. In the Add Address pop-up window, fill in the required details:
   • Street Address
   • Apartment/Suite/Unit (Optional)
   • Country
   • State/Province
   • City
   • ZIP Code
3. Click Save to confirm.

Step 3: Finalizing and Continuing

1. Review the recipient details.
2. Click Continue to proceed with the proposal setup.

Troubleshooting & Tips

Common Issues and Solutions

• I can't add a recipient: Ensure all required fields (Name, Email) are filled in.
• Address not saving: Check for missing required fields (Street Address, Country, ZIP Code).
• Recipient not receiving emails: Ask them to check their spam folder or whitelist Proposaly emails.

FAQs

Q1: Can I add both individual and business recipients to the same proposal?
A1: No, you must select either Individual or Business for each proposal.

Q2: Can I edit recipient details later?
A2: Yes, click on the recipient’s 3 dot menu and choose 'edit' to update their details.

Additional Resources

• How to Configure Item Settings in Proposaly
• Understanding Lead Creation vs. Proposal Creation in Proposaly.io